Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Federal Way, WA
Every SEC-registered financial advisor at a firm office in Federal Way who lists the Certified Financial Planner designation, A to Z.
The short answer
15 CFP professionals work in Federal Way; the most are at Edward Jones (5). 8 are also registered broker representatives.
CFP advisors in Federal Way, A to Z
Every advisor in Federal Way →- Gary M. AmersonEdward Jones · Certified Financial Planner
- Sherif J. AwadRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Richard W. Buchan180 Wealth Advisors, LLC · Certified Financial Planner
- Cynthia J. CannonLPL Financial LLC · Certified Financial Planner
- Rhys C. CooperIntegrity Advisory Solutions · Certified Financial Planner
- Christopher P. DolanEdward Jones · Certified Financial Planner
- John P. DolanEdward Jones · Certified Financial Planner
- Darren N. Henke180 Wealth Advisors, LLC · Certified Financial Planner
- Matthew P. JarvisIntegrity Advisory Solutions · Certified Financial Planner
- John LeeNorthwest Asset Management · Certified Financial Planner
- Jackson MillerEdward Jones · Certified Financial Planner
- Thomas L. OakesAmerican Northwest Advisory Services L.L.C. · Certified Financial Planner
- Saket SengarBetter Financial Services, LLC · Certified Financial Planner
- John R. SkeithCetera Investment Advisers LLC · Certified Financial Planner
- Larissa J. SklarEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Federal Way
Edward Jones 5180 Wealth Advisors, LLC 2Integrity Advisory Solutions 2American Northwest Advisory Services L.L.C. 1Better Financial Services, LLC 1Cetera Investment Advisers LLC 1LPL Financial LLC 1Northwest Asset Management 1Raymond James Financial Services Advisors, Inc. 1
CFP advisors in other Washington cities
All of Washington →Seattle 331Bellevue 247Vancouver 83Spokane 69Tacoma 48Bellingham 35Kirkland 35Gig Harbor 28Mercer Island 27Kennewick 23Olympia 21Bothell 17Redmond 17Lynnwood 16Edmonds 15Camas 11Everett 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9Wenatchee 9
Questions
How many CFP financial advisors are in Federal Way, WA?
15 SEC-registered investment adviser representatives at firm offices in Federal Way, Washington list the CFP designation; Edward Jones employs the most of them (5).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Federal Way?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.